Bank of Montreal’s Nordic American Tanker NAT Stock Holding History

Bank of Montreal’s Portfolio NAT Stock Details NAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8,400	Closed	-$21K	–	3734
2021 Q3	$21K	Buy	+8,400	New	+$21.1K	﹤0.01%	3657
2020 Q4	–	Sell	-73,800	Closed	-$261K	–	5054
2020 Q3	$261K	Sell	73,800 -200	-0.3%	-$834	﹤0.01%	2611
2020 Q2	$300K	Buy	+74,000	New	+$350K	﹤0.01%	2522
2018 Q1	–	Sell	-21,000	Closed	-$52K	–	4274
2017 Q4	$52K	Sell	21,000 -22,000	-51%	-$91K	﹤0.01%	3254
2017 Q3	$230K	Buy	43,000 +26,368	+159%	+$145K	﹤0.01%	2616
2017 Q2	$105K	Buy	+16,632	New	+$117K	﹤0.01%	2973
2016 Q2	–	Sell	-14,112	Closed	-$197K	–	4239
2016 Q1	$197K	Buy	+14,112	New	+$188K	﹤0.01%	2471

Other funds holding NAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal's NAT Position: Q2 2026 in Review

Bank of Montreal increased its Nordic American Tanker (NAT) stake by 41% in Q2 2026, buying an estimated $34.8K and bringing the position to 21,020 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #3191.

Bank of Montreal first reported a position in NAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.55M in Q4 2015. 171 funds tracked by Wall St. Rank hold NAT as of Q2 2026.

Bank of Montreal held 21,020 shares of Nordic American Tanker worth $116K as of Q2 2026.
Bank of Montreal bought 6,150 Nordic American Tanker shares in Q2 2026, an estimated $34.8K.
Nordic American Tanker made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3191 holding.
Bank of Montreal first reported a position in Nordic American Tanker in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Nordic American Tanker position peaked at $2.55M in Q4 2015.
171 funds tracked by Wall St. Rank held Nordic American Tanker as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.